Q4 2026 Related-Party Transaction Amendment: SK Innovation Purchases Exceed Estimate by 20%+ — SK Hynix

Summary

SK Hynix filed an amended related-party transaction disclosure after actual Q4 2026 purchase amounts from affiliate SK Innovation exceeded the originally estimated figures by 20% or more. The total purchase amount is KRW 30.42 billion, equal to just 0.04% of SK Hynix's prior-year standalone revenue of KRW 86.85 trillion. The three purchase items are: Boryeong LNG terminal usage fees (KRW 8.68B), mySUNI education platform costs (KRW 16.58B), and power trading fees (KRW 5.16B), all contracted on a sole-source basis. The original Q4 2026 estimate was disclosed on December 23, 2025; this filing reflects the mandatory amendment triggered by the 20%-or-greater upward variance. The transaction scale is immaterial relative to the company's revenue base.

Historical Impact

10 past Related-Party Transaction · ≈ 8-K events at SK Hynix

Median +5d

-12.90%

Range

-13.80% to +4.98%

Positive outcomes

3/10

Filed	P₀	P₊₅	+5d
Jul 27, 2026	₩1,816,000	₩1,598,000	-12.00%
Jul 27, 2026	₩1,816,000	₩1,598,000	-12.00%

Full Translation

Amendment to Goods and Services Transactions with Affiliated Companies of the Controlling Shareholder Version: 6.0 Company: SK Hynix Inc. Disclosure Type: Amendment to Goods and Services Transactions with Affiliated Companies of the Controlling Shareholder Corporate Group Name: SK Company Name: SK Hynix Inc. Disclosure Date: 2026.07.27 Applicable Law: Article 26 of the Fair Trade Act (Unit: KRW millions) 1. Company's Revenue in the Immediately Preceding Fiscal Year (A): 86,852,117 2. Transaction Period: 2026.10.01 – 2026.12.31 (Q4 2026) 3. Board Resolution Date: 2026.07.22 Outside Directors in Attendance: 6 Auditor (Audit Committee Member) in Attendance: Present Absent: — 4. Goods and Services Transaction Amounts with Affiliated Companies of the Controlling Shareholder | Counterparty | Sales (B) | Purchases (C) | Total (D=B+C) | % of Revenue (D/A) | |---|---|---|---|---| | SK Innovation Co., Ltd. | — | 30,420 | 30,420 | 0.04% | 5. Details of Goods and Services Transactions Contract Name: Boryeong LNG Terminal Usage Fee Purchase side — Subject: Service | Payment: Cash | Purpose: LNG fuel unloading, storage and dispatch for SEC | Amount: 8,680 | Contract Method: Sole-source Contract Name: mySUNI Education Fee Purchase side — Subject: Infra/System | Payment: Cash | Purpose: Use of learning content and infrastructure | Amount: 16,580 | Contract Method: Sole-source Contract Name: Power Trading Fee Purchase side — Subject: Power trading | Payment: Cash | Purpose: Power trading | Amount: 5,160 | Contract Method: Sole-source 6. Bulk Disclosure by Contract Method (per Article 9-2, Paragraph 4 of Disclosure Regulations) (Competitive bid, Restricted competitive bid, Designated competitive bid rows: no applicable entries) Sole-source contracts — Purchases: [see table above] 7. Related Prior Disclosure Date: 2025.12.23 (Goods and Services Transactions with Affiliated Companies of the Controlling Shareholder) 8. Other Notes - This amendment is filed because actual transaction amounts for Q4 2026 increased by 20% or more compared to the estimated amounts disclosed on 2025.12.23. - The revenue figure in item 1 is based on the standalone income statement as of December 31, 2025.